New Edge Advisors, LLC Sells in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ELY
Callaway Golf CO

Consumer Cyclical
-423
- 7.23%
N/A
5.43K $101K
VERX
Vertex, Inc.

Technology
-68
- 12.48%
$23.87 - $36.4 $1.62K - $2.48K
477 $11K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-163
- 0.38%
$4.81 - $5.36 $784 - $874
42.4K $218K
CNO
Cno Financial Group, Inc.

Financial Services
-201
- 65.9%
$35.49 - $40.41 $7.13K - $8.12K
104 $4K
EMX
Emx Royalty Corp

Basic Materials
-3.75K
- 76.5%
$2.52 - $5.05 $9.44K - $18.9K
1.15K $5K
GCO
Genesco Inc

Consumer Cyclical
-500
- 70.52%
$21.39 - $35.26 $10.7K - $17.6K
209 $6K
PSIX
Power Solutions International, Inc.

Industrials
-157
- 61.09%
$63.95 - $115.78 $10K - $18.2K
100 $9K
SNAP
Snap Inc

Communication Services
-446
- 11.43%
$6.99 - $10.35 $3.12K - $4.62K
3.46K $26K
TNDM
Tandem Diabetes Care Inc

Healthcare
-352
- 77.88%
$10.12 - $17.24 $3.56K - $6.07K
100 $1K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-291
- 92.38%
$24.13 - $29.07 $7.02K - $8.46K
24 $0
EAT
Brinker International, Inc

Consumer Cyclical
-1
- 0.86%
$126.68 - $184.02 $127 - $184
115 $14K
CSL
Carlisle Companies Inc

Industrials
-2
- 1.6%
$327.52 - $435.11 $655 - $870
123 $40K
GLO
Clough Global Opportunities Fund

Financial Services
-1.5K
- 10.71%
$5.36 - $5.73 $8.04K - $8.6K
12.5K $70K
CMS
Cms Energy Corp

Utilities
-1.46K
- 5.76%
$69.37 - $74.67 $101K - $109K
23.9K $1.75M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-338
- 45.49%
$18.02 - $19.46 $6.09K - $6.58K
405 $7K
HCKT
Hackett Group, Inc.

Technology
-91
- 16.13%
$19.01 - $25.92 $1.73K - $2.36K
473 $8K
HLX
Helix Energy Solutions Group Inc

Energy
-1K
- 71.43%
$5.7 - $6.96 $5.7K - $6.96K
400 $2K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-63
- 54.78%
$97.65 - $111.15 $6.15K - $7K
52 $5K
MGA
Magna International Inc

Consumer Cyclical
-185
- 49.73%
$40.03 - $47.38 $7.41K - $8.77K
187 $8K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-1.77K
- 11.44%
$11.06 - $12.41 $19.6K - $21.9K
13.7K $169K
PML
Pimco Municipal Income Fund Ii

Financial Services
-6.2K
- 6.5%
$7.11 - $7.91 $44.1K - $49K
89.1K $704K
QSI
Quantum Si Inc

Healthcare
-80
- 0.78%
$1.0 - $2.14 $80 - $171
10.2K $14K
RMD
Resmed Inc

Healthcare
-113
- 7.04%
$252.01 - $293.73 $28.5K - $33.2K
1.49K $408K
TU
Telus Corp

Communication Services
-383
- 99.48%
$15.6 - $16.63 $5.97K - $6.37K
2 $0
AER
Aer Cap Holdings N.V.

Industrials
-49
- 59.04%
$107.25 - $124.42 $5.26K - $6.1K
34 $4K
ARBE
Arbe Robotics Ltd.

Technology
-2.2K
- 18.27%
$1.2 - $1.86 $2.64K - $4.09K
9.84K $16K
AROC
Archrock, Inc.

Energy
-245
- 40.9%
$22.0 - $26.51 $5.39K - $6.49K
354 $9K
AN
Autonation, Inc.

Consumer Cyclical
-25
- 53.19%
$189.27 - $227.18 $4.73K - $5.68K
22 $4K
GTLS
Chart Industries Inc

Industrials
-40
- 46.51%
$162.6 - $200.28 $6.5K - $8.01K
46 $9K
MDIV
First Trust Multi Asset Divers

ETFs
-561
- 3.24%
$15.87 - $16.26 $8.9K - $9.12K
16.7K $268K
FCN
Fti Consulting, Inc

Industrials
-31
- 88.57%
$157.99 - $174.18 $4.9K - $5.4K
4 $0
MOMO
Hello Group Inc.

Communication Services
-520
- 40.4%
$7.33 - $9.12 $3.81K - $4.74K
767 $5K
PSCC
Invesco S&P Smallcap Consumer

ETFs
-167
- 40.73%
$32.09 - $36.28 $5.36K - $6.06K
243 $8K
KARO
Karooooo Ltd.

Technology
-117
- 61.26%
$44.92 - $60.4 $5.26K - $7.07K
74 $4K
NOVT
Novanta Inc

Technology
-32
- 1.04%
N/A
3.06K $482K
PRI
Primerica, Inc.

Financial Services
-22
- 5.56%
$255.46 - $285.58 $5.62K - $6.28K
374 $103K
PKI
Perkinelmer Inc

Healthcare
-40
- 58.82%
N/A
28 $3K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-135
- 0.85%
$40.49 - $40.7 $5.47K - $5.49K
15.8K $642K
TREX
Trex CO Inc

Industrials
-67
- 9.68%
$50.48 - $68.49 $3.38K - $4.59K
625 $32K
DSGX
Descartes Systems Group Inc

Technology
-16
- 7.37%
$94.23 - $107.79 $1.51K - $1.72K
201 $18K
HAL
Halliburton CO

Energy
-19.4K
- 17.3%
$20.5 - $25.11 $398K - $487K
92.8K $2.28M
MHH
Mastech Digital, Inc.

Industrials
-1.02K
- 7.77%
$6.69 - $8.18 $6.83K - $8.35K
12.1K $90K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-25
- 15.06%
$164.12 - $188.32 $4.1K - $4.71K
141 $24K
POOL
Pool Corp

Industrials
-23
- 12.64%
$292.13 - $333.62 $6.72K - $7.67K
159 $49K
KWR
Quaker Chemical Corp

Basic Materials
-38
- 64.41%
$114.42 - $145.36 $4.35K - $5.52K
21 $2K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-103
- 35.03%
$20.56 - $31.65 $2.12K - $3.26K
191 $4K
XYF
X Financial

Financial Services
-137
- 20.39%
$12.32 - $19.89 $1.69K - $2.72K
535 $7K
AZTA
Azenta, Inc.

Healthcare
-101
- 78.29%
$26.9 - $34.48 $2.72K - $3.48K
28 $0
OUNZ
Van Eck Merk Gold Trust

ETFs
-2.11K
- 14.85%
$31.49 - $37.19 $66.4K - $78.4K
12.1K $449K
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email